Kovitz Investment Group Partners, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$23.4B
Holdings
1,346
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,346 positions)
| Stock | Value |
|---|---|
XHESPDR SERIES TRUST | $532K |
IBBISHARES TR | $530K |
VNQIVANGUARD INTL EQUITY INDEX F | $529K |
ITGARTNER INC | $526K |
EWQISHARES INC | $525K |
BXSLBLACKSTONE SECD LENDING FD | $523K |
GALSSGA ACTIVE ETF TR | $522K |
FTVFORTIVE CORP | $522K |
—MONROE CAP CORP | $520K |
RPVINVESCO EXCHANGE TRADED FD T | $518K |
CWENCLEARWAY ENERGY INC | $518K |
IONQIONQ INC | $513K |
KRNYKEARNY FINL CORP MD | $512K |
METAMETA PLATFORMS INC | $510K |
DBDEUTSCHE BANK A G | $510K |
GPIGROUP 1 AUTOMOTIVE INC | $510K |
GIISPDR INDEX SHS FDS | $506K |
PUKNPRUDENTIAL PLC | $505K |
EAGGISHARES TR | $504K |
MHIPIONEER MUNICIPAL HIGH INCOM | $503K |
EMLPFIRST TR EXCHANGE-TRADED FD | $503K |
DVADAVITA INC | $501K |
SOLVSOLVENTUM CORP | $500K |
LHLABCORP HOLDINGS INC | $500K |
MTBASIMPLIFY EXCHANGE TRADED FUN | $500K |
AVYAVERY DENNISON CORP | $500K |
WBAWALGREENS BOOTS ALLIANCE INC | $497K |
VYMIVANGUARD WHITEHALL FDS | $493K |
MG1MGE ENERGY INC | $492K |
PHTPIONEER HIGH INCOME FUND INC | $490K |
MOHMOLINA HEALTHCARE INC | $490K |
HYIWESTERN ASSET HIGH YIELD DEF | $489K |
SHVISHARES TR | $486K |
FWONALIBERTY MEDIA CORP DEL | $484K |
VRTVERTIV HOLDINGS CO | $484K |
EWLISHARES INC | $483K |
IETCISHARES U S ETF TR | $482K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $481K |
VTRSVIATRIS INC | $479K |
MIOPIONEER MUN HIGH INCOME OPPO | $479K |
BF/BBROWN FORMAN CORP | $478K |
WWDWOODWARD INC | $477K |
URGNUROGEN PHARMA LTD | $477K |
NCLHNORWEGIAN CRUISE LINE HLDG L | $476K |
AOSSMITH A O CORP | $476K |
IWVISHARES TR | $471K |
PG4PRINCIPAL FINANCIAL GROUP IN | $471K |
KEXKIRBY CORP | $469K |
VTIPVANGUARD MALVERN FDS | $468K |
QBTSD-WAVE QUANTUM INC | $467K |
ACMAECOM | $467K |
SBRSABINE RTY TR | $467K |
OHIOMEGA HEALTHCARE INVS INC | $466K |
APAAPA CORPORATION | $465K |
07WAMR COOPER GROUP INC | $464K |
UHSUNIVERSAL HLTH SVCS INC | $463K |
RELXRELX PLC | $462K |
FOXFOX CORP | $459K |
TWLOTWILIO INC | $455K |
AMSTAMESITE INC | $454K |
NGGNATIONAL GRID PLC | $453K |
AIZASSURANT INC | $452K |
IGVISHARES TR | $450K |
ATOATMOS ENERGY CORP | $448K |
CPAYCORPAY INC | $447K |
GLGLOBE LIFE INC | $447K |
RFREGIONS FINANCIAL CORP NEW | $446K |
SRLNSSGA ACTIVE ETF TR | $445K |
FDLFIRST TR EXCHANGE-TRADED FD | $445K |
IXNISHARES TR | $444K |
INCYINCYTE CORP | $442K |
SARSARATOGA INVT CORP | $442K |
EDENISHARES TR | $442K |
FEFIRSTENERGY CORP | $440K |
YOLOADVISORSHARES TR | $440K |
FEMRFIDELITY COVINGTON TRUST | $439K |
UEOWESTLAKE CORPORATION | $439K |
SCHHSCHWAB STRATEGIC TR | $438K |
IRMIRON MTN INC DEL | $437K |
EMEEMCOR GROUP INC | $436K |
VEEVVEEVA SYS INC | $436K |
CRSPCRISPR THERAPEUTICS AG | $431K |
WDCWESTERN DIGITAL CORP | $427K |
IUSGISHARES TR | $427K |
ETJEATON VANCE RISK-MANAGED DIV | $424K |
DSMCETF SER SOLUTIONS | $420K |
ESMLISHARES TR | $420K |
EVRGEVERGY INC | $420K |
EXLSEXLSERVICE HOLDINGS INC | $419K |
TTDTHE TRADE DESK INC | $416K |
BBCAJ P MORGAN EXCHANGE TRADED F | $414K |
BELFBBEL FUSE INC | $414K |
EELVINVESCO EXCH TRADED FD TR II | $413K |
CMSCMS ENERGY CORP | $412K |
IPGINTERPUBLIC GROUP COS INC | $412K |
TROWPRICE T ROWE GROUP INC | $411K |
MCXMCCORMICK & CO INC | $410K |
CNXCCONCENTRIX CORP | $409K |
CXHMFS INVT GRADE MUN TR | $409K |
EXPDEXPEDITORS INTL WASH INC | $408K |